ClientSuccess

Evan Leong

Find answers to your questions about our Baton product!

Baton

Task Tags

Getting Started

Setting Up Your Templates

Template Best Practices

Risk Algorithm + Projected Project & Task Due Dates

Phases vs Milestones vs Tasks

Tasks View

Life of a Project

Finding Your Workspace and Logging In

Project List Page

Task Activity Log

Searching in Baton

Project Overview / Task Insights

View as a Client

Project Health

Project Status Report

Client Task Management

Dateshift

Baton Custom Fields

Flexible Phases

Time Tracking

Baton Sub Templates

Task Dependency

Templates

Create and Plan a Project

Data Bar

Project Completion & Termination

Time to Launch (TTL)

Time Entries

Resource Planning

Uploading a Project Plan

Project Baseline

Projected Due Date and Risk Updates

Archive Projects

Setting up user roles in Baton allows you to manage permissions and task assignments effectively across your workspace. Based on the documentation provided, here is a structured, step-by-step guide to…

Configuring and Managing User Roles in Baton

Using Baton

Getting Started with Forms

Forms

Client Presentation Mode

Project View

Baton - Board View

List View

Timeline View

Data Dashboard

Saved Filters

Baton User Views

Client View

For Your Customers

Baton Workspace Currency

ClientSuccess / Baton Integration (V2 - Customer & User Sync)

Working Days

Client Directory

What Can Baton Admins Do?

Project Settings and Reports

Departments

Profile & Account Settings

Baton Settings

Baton - All Notifications

Notifications

Hubspot Integration

Explore Baton's API with Postman

Baton Salesforce Integration

Jira Cloud Integration

Integrations

Updates to Risk in Baton

Template Improvements

Project Create & Setup Flow

General

Generating Logs (Chrome)

Technical Support

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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